Project Planner – Advertising 4 Trades Project Planner – Advertising 4 Trades

Project Planner · For UK trades

Run jobs on-site. Without the paperwork.

From quote to sign-off in one tool. Photos, voice notes, customer signatures, time tracking and a private portal for every job — all built into your Platform.

7-day setup
Mobile-first
From £74.99/mo
UK-based support
A4T Jobs · Smith driveway
Today's job
Clocked in 2h 14m
🎙️ Voice notes 3
📷 Photos 12
✍️ Signed off Yes
AI voice note · 0:42
Front patio: lift old slabs, run new sub-base, ready for sandstone Monday.
Order 12 bags ballast · Skip booking · Confirm with Mark
Customer portal
3 4
🎙️
Voice → text in secondsAI transcribes & structures
✍️
Sign on-screenAudit trail + UTC timestamp
🔗
Customer portalNo login. No app.
⏱️
Auto-tracked hoursClock-in / clock-out
What's inside

Every tool a working day needs. Nothing it doesn't.

Twelve focused features built from real on-site frustrations — not from a generic CRM template.

Today's schedule

Date-nav, job cards grouped by status, jump-to-today, show-complete toggle. Open the right job in two taps.

AI voice notes AI

Record on-site. Whisper transcribes, Claude pulls the summary, action items and mentioned materials. Done before you put the phone away.

Customer portal

Unique unguessable link per job. Status stepper, photo gallery, sign-here. No login. Brand-coloured from your settings.

Time tracking

Big Clock in / Clock out button. Live MM:SS timer. Sums into Actual hours automatically — no double entry, no guessing.

Photo capture

Drag-drop or file-pick. Auto-grouped Before / During / After. Native iPhone HEIC supported. Click for full size.

Customer sign-off

Finger, stylus or mouse — works anywhere. SVG stored as a data URI with IP + UA audit trail. Bulletproof for disputes.

Customers

Quick-add: name + phone + address. Smart search across all fields. Edit, trash, bulk actions. Linked to every job.

Materials master

Build a price list once. Per-job lines snapshot the cost — change the master later, history stays accurate.

Per-job checklists

Tick off as you go. Live progress count. Voice-note action items convert in one click (coming v1.1).

Mark complete

One button closes open time entries, sets the status, stamps the completed date and triggers the portal "thanks for signing" view.

Actual vs estimated

Auto-rolled-up hours next to your estimate. Spot the jobs that always over-run. Quote smarter next time.

One platform, no add-ons

Everything's built in. No upsells, no per-feature paywalls. Your API keys go in once; our software handles the rest.

🎙️ The killer feature

Speak it. Done.

Site notes that write themselves. Press record, talk like you talk, press stop. Within seconds it's transcribed, structured, and ready to action — no typing, no thumb-fumbling.

1 You record. Gloves on, hands dirty, signal weak — the recorder doesn't care. Up to 3 minutes per note.
2 Whisper transcribes. OpenAI's speech-to-text turns your voice into raw text within seconds of stopping.
3 Claude structures. A summary, your action items, materials you mentioned, anything risky you flagged — all parsed out automatically.
See it in a demo →
Voice note · Smith driveway Transcript ready
0:42 · 16 Sept · 2:48 pm
0:42

Front patio: lift the old slabs Monday, then run a 100mm sub-base ready for the sandstone.

Action items

  • Order 12 bags of ballast for Monday morning
  • Book skip for the old slabs
  • Confirm sandstone arrival window with Mark

Mentioned materials

  • Ballast · 12 bags
  • Sandstone slabs · 22 m²
⚠ Drain cover near the gate is loose — flag to homeowner before Monday.
D
DG Buildscape

Hi Alex,

Smith driveway · Phase 1

📍 42 University Road, Leeds LS1 1AA

3 4
Sign here to approve
Approve and sign
For your customers

Your customer signs from the bus stop.

Every job gets a unique unguessable URL. Your customer taps it on their phone, sees their job, signs with their finger. No app. No login. No password resets at 9pm.

  • Unique 22-character hash — unguessable, revocable
  • Brand-coloured from your settings (logo + primary + accent)
  • Status stepper shows exactly where the job is
  • Photo gallery — Before / During / After
  • Sign on-screen with full audit trail (IP, device, timestamp)
  • Status auto-flips to "Complete" the moment they sign
See a live example →
The flow

From van to signed-off in four steps.

1

Create the job

Pick a customer, set a start date, hit save. 10 seconds. Portal URL ready instantly.

2

Track on-site

Photos, voice notes, clock in / clock out, materials used. From your phone, in the rain.

3

Customer signs off

Share the portal link. They sign. Status flips. Audit trail captured.

4

Mark complete

One button closes open clocks, stamps the date, and you're invoicing while you drive home.

Manual vs Project Planner

Two ways to run a job. Only one scales.

Six everyday scenarios. Same trade business. Same job. With and without the tool.

Scenario
Manual
Project Planner
Site notes
"I'll write it up later" (never do)
Voice → AI-structured in seconds
Job photos
Lost in phone gallery, untagged
Auto-grouped Before / During / After
Customer sign-off
Paper, photo of paper, never returned
On-screen, audit trail, time-stamped
Time tracking
"About six hours, I think"
Clock in / out, auto-summed actual
Customer updates
WhatsApp messages, chased calls
Private portal, status stepper
Closing the job
Forgot to flip the status, forgot to invoice
One Mark complete button, done
Average partner saves 14 hours a week on quoting, chasing and writing-up
Honest answers

Questions UK trades ask before signing up.

From £74.99 per month. Everything included — no add-ons, no per-job fees. We setup your own OpenAI + Anthropic API keys (the AI calls cost you pennies per voice note, paid directly to those providers) - included in your monthly fee.

Ideally, Yes — our software runs on PHP 8.1+ alongside our hosted A4T platform.

Roughly £0.005–£0.01 per voice note all-in. For a busy trade with 100 jobs × 5 voice notes each per month, that's around £8/month.

Yes — the admin pages are mobile-friendly and the customer portal is mobile-first. iPhone HEIC photos are accepted natively. Voice recording uses your browser's `MediaRecorder` API on iOS and Android.

That's the whole point. The portal is one URL you text or email. They tap the link, see their job, sign with their finger. No login, no password, no app to download. We've tested it with customers from 18 to 82.

Seven days from your demo call. We do the configuration, paste in your AI keys, brand the portal with your logo and colours, and walk you through the first job. No technical work at your end.

No. Monthly rolling. UK-based support. Cancel any time — your data exports as CSV so you keep your customer + job history.

Free · 30-minute call

See it on your trade.

We'll set up your real workflow on a demo install — your branding, your job types, your AI keys — and show you the whole loop from quote to signed-off, live.

7-day setup
From £74.99/mo
UK-based support
Monthly rolling
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